BWM
JPEM icon

BKM Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

BKM Wealth Management’s Portfolio JPEM Stock Details JPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.98M Buy
31,826
+1,520
+5% +$97K 0.72% 44
2025
Q4 		$1.84M Buy
30,306
+10,039
+50% +$603K 0.67% 43
2025
Q3 		$1.2M Buy
20,267
+1,424
+8% +$82.3K 0.44% 63
2025
Q2 		$1.06M Sell
18,843
-2,619
-12% -$142K 0.42% 66
2025
Q1 		$1.13M Buy
21,462
+1,047
+5% +$55K 0.47% 61
2024
Q4 		$1.06M Buy
20,415
+465
+2% +$25.2K 0.43% 61
2024
Q3 		$1.13M Buy
19,950
+2,048
+11% +$112K 0.46% 63
2024
Q2 		$968K Buy
17,902
+4,786
+36% +$263K 0.47% 65
2024
Q1 		$701K Buy
13,116
+270
+2% +$14.3K 0.3% 85
2023
Q4 		$672K Buy
+12,846
New +$644K 0.29% 82

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return